On March 16, 2024, Kaitlyn (Katie) Sapp gave a presentation to The Society of Neurological Surgeons on the topic of Trust and Estate Planning 101. During her talk, Sapp emphasized the importance of creating an estate plan, navigating the estate tax environment, and utilizing a variety of tools to tailor a plan that meets both familial and financial requirements. For more information on the content of the presentation, interested parties are encouraged to contact Sapp directly.
Tags: PCD, Trusts & Estates
Image Source: https://www.daypitney.com/wp-content/uploads/20240325-Sapp-Presentation.jpg
